Mohnish Pabrai On AI, Market Speculation, And Long-Term Investing (opens in new tab)

The current market backdrop is increasingly shaped by speed, narrative momentum, and the rapid spread of artificial intelligence across nearly every sector. Investors are being pushed toward constant reaction as capital floods into businesses perceived to be direct beneficiaries of technological change. Against that backdrop, comments from Mohnish Pabrai at VALUExBRK 2026 offered a reminder that long-term investing still depends more on temperament and clarity than prediction.